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5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-20 |
| TN | RA | APPROVED | 2024-09-19 |
Branch Locations
5100 Poplar Ave Suite 1501, Memphis, TN 38137 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| B. Riley Wealth Management | Memphis | TN | 11/2005 | 09/2024 |
| B. Riley Wealth Advisors, Inc. | Memphis | TN | 07/2022 | 09/2024 |
| Prospera Financial Services Inc. | Dallas | TX | 09/2024 | Present |
PacificLife; Investment Related - No; 700 Newport Center Dr., Newport Beach, CA 92660; Insurance; Producer; 10/2025; 3 Hours Per Month; 1 During Trading Hours; Selling Insurance, annuities LTC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-03 |
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